Strategic Financial Leadership and Advisory Solutions

We provide solutions when there is a requirement for strategic financial leadership and experience to manage complex performance, reporting, risk and transactional issues. Providing CFO services, board and turnaround advisory and transactional expertise, we work as a trusted partner with our clients.

Our focus is supporting private and listed companies and their stakeholders. Our goal is to address challenges and situations that periodically arise which are not "business as usual" and to ensure performance and value are not put at risk. Our emphasis is on commercial and practical solutions, rapid action and working hands-on for delivering outcomes.

With over 20 years of domestic and international experience across a broad range of industries and a track record of delivering for our clients, we bring a strong breadth and depth of knowledge to navigate uniquely the requirements of your company.

CFO Solutions

We work in situations when there is an immediate need for a CFO or senior finance resource who is able to work in complex environments, address financial challenges and provide strategic leadership working alongside an existing management team.

Transaction Management

We manage debt and equity transactions and complete due diligence reviews as port of acquisitions on behalf of companies, boards and investors. Our engagements incorporate detailed analytical assessments, forecast and documentation preparation and negotiations with stakeholders.

Board Advisory

We work with boards of companies to support their fiduciary, oversight and shareholder responsibilities when a specialist, supplementary or independent view is required in relation to financial performance, strategy, risk and governance.

Turnaround Management

We provide consulting advice and interim management support to achieve turnarounds when there is a requirement for situational expertise to develop and implement strategies to improve financial performance, negotiate with external stakeholders, manage risk and preserve value.

Simon’s Articles

Following the Australian Prudential Regulation Authority report into the CBA and with additional impetus provided by the revelations from the Hayne Royal Commission, the role and governance of boards and their risk and reporting structures are being re-examined. In...

A break of trust between a company’s board and its executive is a seismic event in any organisation, often leading to the engagement of independent advisers untila new or restructured executive is in place. Warren Buffet said: “trust is like the air we...

The urgent need to recruit a CFO is a common occurrence in a turnaround with the exit of the incumbent often the catalyst to drive change. Unfortunately a desire from stakeholders to find the "forever" CFO to drive a turnaround and long term performance improvement...